Toolbar Actions

Overview

At the top right of the Teams list on the Team Management page, you find tools for searching, filtering, customizing columns, and viewing audit logs.

• Search Box – Enter any Team ID, Team Name, Team Description, or Team Manager to instantly filter results.
• Filter Icon – Click to show filter fields under each column header for advanced, multi-field filtering.
• Customize Columns – Click to select which columns to show or hide for your workflow.
• More Options – Opens additional actions, including access to the Team Management Audit Log.

1. Search Teams

The search box efficiently locates teams by Team ID, name, description, or manager. As you type, the list updates in real time to display matching records.

How to Search for Teams:

1. Locate the search field at the top right of the Teams tab.
2. Click into the search field and begin typing a Team ID, name, description, or manager.
3. The list of team records will dynamically filter as you type.
4. To clear the search and return to the full team list, delete the text from the search box.

Figure 1. Team Management Search Box

Tip: For broader results, use partial names (for example, typing "Titans" matches all teams with "Titans" in their names).

Note: The search runs across all visible and filterable columns, depending on your current settings.

2. Filter Teams

Filtering lets you narrow the team list based on specific criteria for more targeted navigation and reporting.

How to Filter Teams:

1. Click the filter (funnel) icon in the toolbar. A row of filter fields appears directly below the column headers.
2. For each column (for example, Team ID, Team Name, Head Count, Created, Modified):
   • Click the drop-down arrow to choose a filter operator (such as contains, in, less than, on or after).
   • Enter a value to use as a filter.
3. The team list updates in real time to show matching records.
4. Clear any filter by removing the value from the filter field.

Figure 2. Filter Fields Above Team Table

Table 1. Common Team Filter Fields

Tip: Combine filters (for example, Team Manager = "Preethi Siripuram" and Status = "Active") for advanced targeting. 

Note: All filters work instantly and only on records currently loaded in your view.

3. Customize Table Columns

Personalize the Teams list to display only the columns you need. This helps you focus on relevant data and reduce on-screen clutter.

How to Customize Team Table Columns:

1. Click the Edit Columns icon (three vertical bars) in the toolbar.
2. The Edit Columns panel appears, listing all Team columns.
3. Check or uncheck columns to show or hide them.
   • Checked columns appear in your view.
   • Some columns (such as Team ID, Team Name, Head Count, Open Tasks, and Status) are mandatory and are marked with a lock icon.
4. Use the search box at the top of the panel for quick column lookup.
5. Click Apply to save changes, or Restore Default to revert.

Figure 3. Edit Columns Panel

Note: Column visibility changes only affect your own session or profile, not other users.

Tip: Adjust columns based on your current task (for example, add Open Tasks and Open Documents for workload reviews, or Created and Modified for audits).

4. View Team Management Audit Log

Use the audit log to review a detailed history of team-related actions, including team creation, member changes, status updates, and name edits.

How to View the Audit Log:

1. Click the three-dot (more options) icon in the toolbar.
2. From the menu, click Audit Logs. The Teams > Audit Log page opens.
3. Review the log entries. Each entry shows the time, user, event type, team ID, team name, and details of the action.
4. To return to the Teams list, click the back arrow next to the Teams > Audit Log breadcrumb.

Figure 4. Audit Logs Menu Option

Figure 5. Teams Audit Log

Table 2. Team Audit Log columns

Search, filter, and customize audit log columns

The Audit Log page includes the same toolbar controls as the Teams list, minus the more-options menu:

• Search: Enter a keyword to filter audit log entries in real time.
• Filter (funnel): Adds filter fields below each column header. Supported operators include on or after (Time), in (User, Event Type), and contains (Team ID, Team Name).
• Edit Columns: Opens the Edit Columns panel. Locked columns are Time, User, Event Type, and Team ID. Team Name and Details can be toggled.

Figure 6. Audit Log with Filters and Edit Columns Panel

Pagination

The audit log footer includes pagination controls:

• Rows per page: Select the number of rows to display per page (default is 20).
• Row count: Displays the current range and total (for example, 1–20 of 122).
• Page navigation: Use the first, previous, next, and last page controls to move through the log. The current page indicator (for example, Page 1 of 7) appears between the controls.